See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,384 | $72,012-68.9% | $185,823-88.0% | $79,858-72.0% |
| Participation rate | 57.1% | 65.8%-8.6pp | 78.0%-20.9pp | 69.6%-12.5pp |
| Annual return | 10.60% | 23.12%-12.5pp | 35.95%-25.4pp | 31.71%-21.1pp |
| Employer contribution / active EE | $841 | $1,965-57.2% | $4,087-79.4% | $2,471-66.0% |
| Participant deferral / active EE | $1,127 | $3,779-70.2% | $5,632-80.0% | $3,740-69.9% |
| Admin fee / account holder | $1,782 | $4,513-60.5% | $9,500-81.2% | $5,306-66.4% |